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True Wealth Design’s Sinclair Inc SBGI Stock Holding History

True Wealth Design’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$648 Sell
51
-60
-54% -$838 ﹤0.01% 2066
2026
Q2 		$1.58K Buy
111
+58
+109% +$835 ﹤0.01% 1795
2026
Q1 		$686 Sell
53
-11
-17% -$160 ﹤0.01% 1937
2025
Q4 		$980 Buy
+64
New +$950 ﹤0.01% 1712
2025
Q2 		– Sell
-7
Closed -$112 – 2806
2025
Q1 		$112 Buy
+7
New +$106 ﹤0.01% 2160

Other funds holding SBGI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's SBGI Position: Q3 2026 in Review

True Wealth Design reduced its Sinclair Inc (SBGI) stake by 54% in Q3 2026, selling an estimated $838 and leaving 51 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

True Wealth Design first reported a position in SBGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.58K in Q2 2026. 9 funds tracked by Wall St. Rank hold SBGI as of Q3 2026.

  • True Wealth Design held 51 shares of Sinclair Inc worth $648 as of Q3 2026.
  • True Wealth Design sold 60 Sinclair Inc shares in Q3 2026, an estimated $838.
  • Sinclair Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2066 holding.
  • True Wealth Design first reported a position in Sinclair Inc in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Sinclair Inc position peaked at $1.58K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Sinclair Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.